Send a scope of appointment

When it's due

Since June 1, 2026, the scope of appointment must be signed before a Medicare marketing appointment starts. There's no longer a 48-hour wait. Each Medicare appointment shows where its form stands: signed, sent and waiting, or needed.

By link (phone and video)

Phone and video appointments send the link by default when you book them. The client gets a short, large-text page made for a phone: who they're meeting and when, the products as simple checkboxes, type their name and tap Sign. You see when it was sent, opened and signed.

Each link works once and expires after 7 days. If the client has no email on file, Anviik gives you the link to share yourself.

In person

Choose Sign in person on the appointment and hand the client your device. The in-person form uses CMS's model wording and a drawn signature.

The signed record

Once signed, the form is locked and saved as a PDF, with the time, a fingerprint of the exact text and every step in the audit trail. It's kept for 10 years and can't be changed or deleted. After the meeting, add the plans you represented and the date completed as an addendum; the signed form itself never changes.

ACA appointments

ACA appointments use a consent form instead. The client types their name to sign, in person or by link, and it's locked and kept the same way.